Sales Assistant is the newest offering from Pragmatech.  It gives customers the ability to coach sales people through the stages and activities that comprise a best-practice buying process.  There is an authoring UI for creating and maintaining the sales processes and activities, and an end user UI for sales people to use the Sales Assistant.  The list below outlines the primary features of Sales Assistant.  If you have questions about it, please ask.  And we encourage you to register for a trial and try Sales Assistant for yourself!

Sales Assistant Administrator:

Create model sales processes:  Customers can define one or more sales processes, including determining the number of stages (up to 8 are supported) and providing coaching and other information about the process and its stages to help users understand when a given process should be used.

Create activities:  Create a library of activities that can be reused where appropriate, within stages of a given sales process or used across multiple processes.  Activity types include:

• Connecting to a web link
• Complete an attached deliverable (such as a pricing worksheet)
• Create a personalized document or presentation using inciteKnowledge Express
• In addition, customers may establish a review process for activities that include deliverables.

Define stages:  Administrators can assign activities to stages and define information for each stage that will help coach sales people about the purpose of the stage, the enter/exit criteria, expected duration, and so on.

End-user Experience of Sales Assistant:

Multiple ways to access the Sales Assistant:  Access to the Sales Assistant is provided in a variety of ways to match the way your sales people work:

• Access from inciteKnowledge Subscriber Home Page – Sales Assistant is one of the main functions available in R3 once users log into inciteKnowledge.
• Access via CRM – provide a link from your CRM Opportunity records to the Sales Assistant
• Access via intranet/sales portal – provide a link from an existing intranet/sales portal to the Sales Assistant

Access any available sales process:  Based on privileges and security, users can access any sales process they have permissions to.  Sales processes are viewed only in the context of an opportunity.  Opportunities can come from SFDC or be created internally.  Sales people essentially use a sales process as a map to follow in engaging the customer in a best practice way.  The activities within the selling process can be launched, managed, tracked and completed within Sales Assistant.

View coaching for stages and activities:  Each stage includes information designed to help reinforce the sales process, such as the goal of the stage, enter/exit criteria, and so on.  Each activity also includes important information designed to assist the user with completing the task. 
Customer or prospect-specific view of process:  Once a process has been kicked off for a given opportunity, the system tracks the activities that have been initiated, those still outstanding, and those completed.  These are all displayed visually giving a user an at-a-glance status for the current opportunity.

View tasks for sales activities:  Users can access a list of all tasks they are responsible for, in a single sortable view.  They can view tasks pending action from them, tasks pending action from others, and the status of reviews/approvals.